Level Financial Advisors, Inc. Vanguard Value ETF Transaction History
Level Financial Advisors, Inc.
- $210 Million
- Q1 2024
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 22,592 shares of VTV stock, worth $3.66 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
22,592
Previous 23,674
4.57%
Holding current value
$3.66 Million
Previous $3.54 Million
3.96%
% of portfolio
1.75%
Previous 1.8%
Shares
10 transactions
Others Institutions Holding VTV
# of Institutions
2,158Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$18.1 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.97 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.69 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.19 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.03 Billion0.51% of portfolio